Sageworth Trust Company of South Dakota’s American Coastal Insurance ACIC Stock Holding History

Sageworth Trust Company of South Dakota’s Portfolio ACIC Stock Details ACIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-10	Closed	–	–	249
2022 Q2	$0	Hold	10	–	–	﹤0.01%	577
2022 Q1	$0	Sell	10 -54	-84%	-$204	﹤0.01%	606
2021 Q4	$0	Buy	+64	New	+$275	﹤0.01%	712

Other funds holding ACIC

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SWA

Sutton Wealth Advisors Tampa, Florida $203M AUM 20.54% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

CHAM

Clear Harbor Asset Management Stamford, Connecticut $1.62B AUM 38.77% 1-Year Est. Return

Sageworth Trust Company of South Dakota's ACIC Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of American Coastal Insurance (ACIC) in Q3 2022, closing a stake of 10 shares.

Sageworth Trust Company of South Dakota first reported a position in ACIC in Q4 2021 and held it in 3 quarters. The position peaked at $0 in Q2 2022. 46 funds tracked by Wall St. Rank hold ACIC as of Q3 2022.

Sageworth Trust Company of South Dakota reported no remaining American Coastal Insurance position as of Q3 2022 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 10 American Coastal Insurance shares in Q3 2022.
Sageworth Trust Company of South Dakota first reported a position in American Coastal Insurance in Q4 2021 and held it in 3 quarters.
Sageworth Trust Company of South Dakota's American Coastal Insurance position peaked at $0 in Q2 2022.
46 funds tracked by Wall St. Rank held American Coastal Insurance as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.